CONNECT

Address:

TALLAHASSEE OFFICE
1616 Metropolitan Circle, Suite C
Tallahassee, FL 32308
850-692-2500
eknowles@pwmcllc.com

EASTPOINT OFFICE
171 Highway 98 West, Suite K
Eastpoint, FL 32328
850-670-1253

DESTIN OFFICE:
(By Appointment Only)

Phone:

Fax/Other:

850-692-8009

Our Team

EDWARD KNOWLES, AIF@

  President / Wealth Advisor

Edward A. Knowles Bio


As a Wealth Advisor and active member of the Tallahassee community, Eddie’s education, experience, and professional affiliations have given him the ability to utilize a holistic approach while providing Wealth Management services. As an Accredited Investment Fiduciary, and Investment Advisor Representative with over 19 years of experience. Eddie is well positioned to assist with all aspects of a client’s financial needs.

After growing up in Miami Florida and selling his 1st company Aquatic Impressions INC. He moved to Tallahassee in 1994 to attend college. He graduated Florida State University. With a BA in Finance and Marketing. He stayed in Tallahassee and started his career as a Financial Advisor with Morgan Stanley. At little of 4 years later he continued his career with Amsouth Bank which merged with Regions Bank in 2007. He was employed in the Wealth Management division with the title V.P. of Private Banking in Tallahassee. In 2012 he started Private Wealth Management & Consulting. Which is an independent holistic Wealth Management firm. He is the President and lead Wealth Advisor for the practice with offices in Tallahassee and Destin Florida.

Eddie enjoys spending time with his wife Jenna and 3 daughters cooking, camping, fishing, and traveling. After breeding American bulldogs for more than 20 years. He has been judging sanctioned NKC American Bulldog shows worldwide for more than 10 yrs.


Designations:

• Bachelor of Arts in Finance from Florida State University
• Bachelor of Arts in Marketing from Florida State University
• Accredited Investment Fiduciary AIF®
• Series 7 and 66
• 214 license Life, Health, and Variable Annuities


Affiliations:

• Member Finance Committee Bradfordville 1st Baptist
• Member Governors Club
• Member Financial Services Institute
• Former Board Member Tallahassee Chamber Ambassador
• Former Member Tallahassee Sunset Rotary Club

eknowles@pwmcllc.com

 

 

MARK W. FRIEDMAN, CPA/PFS, AWMA

Vice President/ Wealth Advisor

As a financial professional and active member of his community, Mark's education, experience and professional affiliations have fostered his practical approach to providing wealth management and tax advice for his clients. Being a Certified Public Accountant, Personal Financial Specialist, and Accredited Wealth Management Advisor with over twenty years experience, Mark is well positioned to assist with all aspects of a client's financial needs.

After growing up in Tallahassee, attending Florida State University and working for a local CPA firm, Mark and his wife Heather moved to Apalachicola. Over the next eighteen years' Mark built a successful accounting and wealth management firm. In 2018 he merged his wealth management practice with Private Wealth Management & Consulting, LLC and opened a second office in Tallahassee. He still maintains a tax and wealth management office in Eastpoint, Florida.

Designations:

  • Certified Public Accountant in State of Florida
  • Bachelor of Arts in Accounting from Florida State University
  • Bachelor of Arts in Finance from Florida State University
  • Personal Financial Specialist (PFS) Designation, American Institute of CPAs
  • Accredited Wealth Management Advisor (AWMA) Designation, College for Financial Planning

Affiliations:

  • Member, Florida Institute of Certified Public Accountants
  • Member, American Institute of Certified Public Accountants
  • Member, FSU Foundation Giving Planning Council
  • Member, Tallahassee Regional Estate Planning Council
  • Board Member, Childrens Home Society of Florida, North Central Division (Chairman 2015-2017)
  • Treasurer, Apalachicola Bay and River Keeper
  • Former Member, Apalachicola Bay Rotary Club (Past President)
  • Former Board Member, Apalachicola Bay Chamber of Commerce (President in 2002, 2009 & 2011)
  • Former Board Member, George E. Weems Memorial Hospital (2006-2009)

mfriedman@pwmcllc.com

Cell: (850) 519-4902

 

 

 

 

JENNA KNOWLES

Marketing & Events Coordinator

Jenna is responsible for the management and coordination of all marketing and events of Private Wealth Management & Consulting, LLC.  This responsibility includes conducting research, maintaining contact databases, development of collateral tools and marketing materials.  Through various forms of media, Jenna uses her expertise to effectively brand Private Wealth Management & Consulting, LLC throughout the community.

After several years working with the State of Florida, Jenna chose to stay home with her three daughters full time.  As they grew older, Jenna used her passion for marketing and design and opened her own business, Knowles Staging & Enhancements.  Jenna's talents did not go unnoticed in the community.  Multiple real estate agents contracted her on a regular basis to consult and stage homes they were selling.  Their success rate, when utilizing her talents, was unprecedented.  In 2012, when Private Wealth Management & Consulting, LLC was formed, Jenna made the decision to place her full attention to help develop the firm.

jknowles@pwmcllc.com

Office: 850-692-2500

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck